Jason's Chips

Jason's Chips

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May 2026

Sivers Semiconductors Earnings Review Q1 2026 (Free)
Can I pay my bills with opportunity?
 • Jason's Chips
Soitec Earnings Review Full Year FY26
Soy
 • Jason's Chips
Sivers Semiconductor | The Most Overvalued Stock in Optics (Free)
Crusade against the pump and dump
 • Jason's Chips
Why This Chip Company Is My Biggest Position
Read article read article read article read article read article read article read article read article read article read article read article read…
 • Jason's Chips
Economics of the Singularity | ALL STOCKS ARE UNDERVALUED
Tokenmaxxing is about to agentmog the Shiller CAPE-cels
 • Jason's Chips
CPO Supply Chain 101
InP Substrate, Epitaxy, Laser, Optical Engine. AXTI, LITE, AIXA, COHR, SOI, TSEM
 • Jason's Chips
Cerebras Full Investment Analysis (Free)
Technical Foundations (Nightmare Compiler, Yield, PVT Calibration, Pipeline Parallelism, I/O Bandwidth and Memory Constraints) and Investment Analysis…
 • Jason's Chips
Nvidia Earnings Review Q1 FY27
New Reporting, Compute vs. Networking, Neoclouds, Growth Rate vs Hyperscaler Capex, Frontier Labs share, CPUs, Supply Commitments, Capital Returns, Groq…
 • Jason's Chips
Situational Awareness (Leopold Aschenbrenner) 13F Analysis
A lesson on how options are reported and why they are mostly insignificant and meaningless.
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